Institutional Ownership Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH). We have compiled data on the 782 institutions that hold shares in the stock, with a total of 55 Million shares, which have been reported (via 13F filing form) to have a value of $7.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
34,730
shares
|
$4.45 Million
0.32% of portfolio
|
Q1 2025
Reduced 24.1%
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
34,506
shares
|
$4.42 Million
2.22% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
33,270
shares
|
$4.26 Million
0.37% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
33,097
shares
|
$4.24 Million
4.38% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
33,058
shares
|
$4.24 Million
0.03% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
32,352
shares
|
$4.15 Million
0.05% of portfolio
|
Q1 2025
Reduced 31.86%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
31,859
shares
|
$4.08 Million
0.48% of portfolio
|
Q1 2025
Added 375.51%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
31,732
shares
|
$4.07 Million
0.63% of portfolio
|
Q1 2024
Reduced 1.63%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
31,652
shares
|
$4.06 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
31,526
shares
|
$4.04 Million
0.42% of portfolio
|
Q3 2022
Added 23.04%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Apr 23, 2025 Q1 2025 |
30,782
shares
|
$3.94 Million
2.72% of portfolio
|
Q1 2025
Added 844.81%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
30,548
shares
|
$3.91 Million
0.07% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
30,036
shares
|
$3.85 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
29,929
shares
|
$3.84 Million
1.71% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
29,353
shares
|
$3.76 Million
0.15% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
29,335
shares
|
$3.76 Million
0.11% of portfolio
|
Q1 2025
Reduced 23.64%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
28,870
shares
|
$3.7 Million
0.08% of portfolio
|
Q1 2025
Reduced 42.38%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
28,346
shares
|
$3.63 Million
1.13% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
28,340
shares
|
$3.63 Million
0.16% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
May 14, 2025 Q1 2025 |
28,231
shares
|
$3.62 Million
2.01% of portfolio
|
Q1 2025
Reduced 61.31%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
28,024
shares
|
$3.59 Million
0.37% of portfolio
|
Q2 2023
Reduced 0.83%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
27,945
shares
|
$3.58 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
27,882
shares
|
$3.57 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Esg Planning
Santa Clara, CA |
May 02, 2025 Q1 2025 |
27,768
shares
|
$3.56 Million
2.24% of portfolio
|
Q1 2025
Added 29.4%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
27,536
shares
|
$3.53 Million
0.02% of portfolio
|
Q1 2025
Added 51.24%
|